OpenCharities

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2024-03-31-accounts

Eniby S. from Malawi , who was awarded £1,500 for a nursing degree says: “I’m delighted to inform you that I’ve now completed my nursing degree and have recently started working as a community nurse. It has always been my goal to give back to my community and this job gives me the opportunity to do so. I could not have achieved this without the timely support from the Ruth Hayman Trust. I hope I can help inspire others and support future applications to continue this incredible work”.

S U M M A R Y O F O U R Y E A R

Thanks to our generous supporters, we raised £100,390, a record amount. That’s over £30,000 more than last year, allowing us to continue awarding grants of up to £1,500.

We gave awards of more than £100,000. 183 grants were awarded totalling £104,000 for fees,

books and equipment. Sadly, we did not have sufficient funds to fulfil all applicants’ requests.

We supported applicants from 42 countries living across the U.K. to study on a wide range of courses. The majority of successful applicants were seeking sanctuary in the U.K. as refugees and asylum seekers.

This year, 99% of our spending went directly to applicants. We give our thanks to all those who covered administrative costs and particularly those who gave their services free.

A P P L I C A N T S W E S U P P O R T E D

“I was over the moon when I got this grant. It’s not just the money. It gave me the confidence to apply for other funding and now I have what I need for this year. When I started this year, I didn’t have enough for the fees and was so stressed that it was affecting my studies. Now I’m catching up, and have enough money to take proper care of my own health.”

(S from Afghanistan was awarded £1,500 towards her second-year degree course in Medicine after an outstanding reference from her tutor.)

Like the student quoted above, our beneficiaries lack the means to study and progress to work without our grants. We support adults who have come to settle in the U.K. and whose first language is not English, especially those seeking sanctuary. Many of them have suffered severe financial and social hardship, including those who are survivors of modern slavery, domestic violence or trafficking.

During 2023-24, our successful applicants came from 42 different countries, the largest number from Iran (27) followed by Sudan (23), Ukraine (15), Afghanistan (12) and Syria (11). 82% of grants were awarded to those who had come to seek sanctuary. Successful applicants, most of whom were over 25 years old, live across England, Scotland, Wales and Northern Ireland with the greatest number from Greater London (39), followed by the South West (37), Northern Ireland (21), and the North East (21). There were 10 awards to applicants living in Scotland and 2 in Wales.

A W A R D S & C O U R S E S

"Financially, the assistance relieved a significant burden. And knowing that an organisation like the Ruth Hayman Trust was willing to invest in my education boosted my morale and my determination to persevere through the exam process."

(Psychiatrist from Turkey, awarded £1,171 for the Clinical Assessment of Skills and Competencies (CASC) examination fee required to work in the UK as a psychiatrist.)

During 2023-24, we received 568 applications for support compared to 481 in the previous year. We awarded 183 grants worth £104,617 (adjusted in the accounts to £67,211 to take account of previous unpaid grants) compared to the record 207 awards last year. Thanks to our generous supporters and our successful Big Give campaign, we were able to maintain our maximum grant at £1,500. With your on-going support, we hope we can continue this level in the future.

This year we awarded more grants to asylum seekers on ESOL courses than in the previous year (39 compared to 11). This was mainly due to applications from a college in the South West where asylum seekers are not funded for ESOL as they are in some other areas such as London and Manchester. We also supported 21 applicants to take the IELTS or OET English examinations, required for overseas doctors and nurses to practise here or for university entrance.

We continued to support many students on vocational courses, especially leading to work in health and social care. We supported 18 applicants on a range of medical and health courses leading to work as doctors, nurses, phlebotomists, dentists and care workers. We also supported 7 doctors with fees for the PLAB exams required to work in the U.K. We awarded grants for a broad range of other vocational courses, qualifications and licences including interpreting, accounting, pharmacy, English language teaching, law, security, herbalism and beauty therapy.

All applications are carefully reviewed by our Grants Committee to check eligibility for our grants. Our top priority remains unchanged: to provide support for course, examination and registration fees, including membership of professional organisations. As with all other parts of the economy, inflation has had an effect on course fees, but this is also a reflection of the change in the types and levels of courses as learners are applying for more higher level courses with high fees. In many cases we were able to award the full amount requested, especially for English for Speakers of Other Languages (ESOL) and for asylum seekers. Asylum Seekers are not normally allowed to work and therefore lack the ability to fund any shortfall.

We made one Rose Grant Special Award of £500. This special award is given to applicants who show a strong commitment to the community or human rights as well as exceptional academic ability. It was awarded to an asylum seeker from Sri Lanka, aiming to work as a nurse in the U.K., for her volunteering work cooking for a range of community groups.

We also made one award for protective clothing required for a construction course to an asylum seeker from Iran, and 6 awards for essential course books.

In the field of higher education, where fees are very high, we have continued our policy of only awarding grants for courses with a clear vocational aim and to applicants who can provide evidence to show how they will find the rest of the money. Where the applicant still has a large proportion of money to find after our grant, we sometimes award a promise to pay the grant in the future once we are shown evidence that most of the money can be found.

Our grants are valid for 6 months and after that we require successful applicants to let us know the reason for an extension. We know applicants live complicated lives and can’t always take part in the learning programme for which they applied. We continue to be flexible when extensions are requested, but are aware, unfortunately, that some grants still remain unused.

D O N A T I O N S & F U N D R A I SI N G

Donations

We would like to thank all our donors, small and big, individuals, charities and trusts, without whom we wouldn’t exist. We appreciate your continued support. Specifically, we’d like to thank the Blue Moon Trust, Ascentis, the Belpech Trust, the Ernest Hecht Charitable Fund, and the Good Gifts Catalogue.

Musical evening

Many thanks to the baroque music group Fiori Musicali who generously donated the collection from their beautiful Highbury summer concert to the Trust. The group’s founder, Penelope Rapson, is the daughter of a refugee who fled Czechoslovakia as a teenager at the start of WW2 and made a very successful career here as an aeronautical engineer.

She wanted to support the Trust “because I know from my own family what refugees can do when they get the chance."

Sidorela, from Albania, spoke movingly at the Fiori Musicali concert in aid of the Trust about how grants from the Trust enabled her to gain confidence to help her study law and make a new life in the UK.

The Big Give Christmas Challenge

This year our goal was to reach £30,000, a big increase from £20,000 the previous year, so we knew it would be challenging. In order to make the most of match-funding we needed to raise £15,000 in the Christmas Challenge week in December, which would then be matched by the Big Give and our own pledgers. Imagine our delight when we reached our target with a grand total of £30,040 not including Gift Aid. We’re particularly grateful to the generous supporters who pledged and then paid the initial £7,500. Without their help, we wouldn’t have been able to access the match-funding which allowed the doubling of other donations.

Student Fundraising

We always encourage student fundraising and have received donations from projects like food sales held in ESOL classes. This year we had generous contributions from Newham Learning and Skills, Lewisham College, City and Islington College, and Manchester Adult Education Service.

Manicure sessions by City and Islington students, in aid of the Ruth Hayman Trust

Lewisham College students proudly displaying certificates of thanks for raising £640.70 in the Christmas Challenge Week

NATECLA

Thank you to NATECLA members for your ongoing support. This year, at the National Conference in Birmingham, members donated £462 to the Trust through a raffle and sale of goods.

And thanks to trustee Jenny Wainman for devising the ever-popular Conference Quiz, with £500 kindly sponsored by National Open College Network.

F I N A N C E

As demand for our grants increases, the need for fundraising continues. We’re pleased to report that our running costs remain very low at £1,016, meaning that 99% of our expenditure went directly to support applicants. We’re deeply indebted to our Patrons, Trustees, President, sponsors and volunteers for their contributions in work, money and kind.

At the Ruth Hayman Trust, our Reserve Policy is to hold funds between £20,000 and £25,000 in reserve for future grant awards. This amount would generally cover awards for one of the five grant-awarding meetings. As of 31 March 2024, the Trust held reserves of £35,616, somewhat above our policy, mainly owing to caution towards the end of year when, because of a temporary lack of Treasurer, our financial position lacked clarity.

Owing to the method by which our accounts are constructed, any grants, regardless of whether they are used or not, are considered “spent” for the 6 months they are valid and, only then, are unspent grants “recycled” into the income line. The Trustees are aware that our Reserves Policy requires reviewing in order to be more flexible, given the innate variability of our income.

We are deeply grateful to Anna Lancefield who examined our accounts.

M O N I T O R I N G & Q U A L I T Y A S S U R A N C E

The Trust requires applicants to show why they are unable to pay their fees or other costs themselves and to provide academic references showing the suitability of the course they’re planning to attend. Grants are usually paid directly to the institution where the applicant wishes to study by bank transfer on production of an invoice. The only times we pay the applicant directly are for the Rose Grant Special Award, travel awards for disabled applicants, and where applicants can provide evidence that they have paid their fees since applying. Members of the Grants Committee spend considerable time checking application forms, ensuring that course details are correct, dealing with applicants’ queries and revising grants where circumstances have changed. All applicants are asked to confirm that they have received the award and we also encourage them to let us know how they have progressed.

The Trust is aware that in some cases our awards are not used. As we mentioned above, we encourage applicants to contact us about any issues that might prevent their using our grant and we try to be as flexible as possible in finding solutions.

T R U S T E E S, P R E S I D E N T, P A T R O N S & V O L U N T E E R S

Trustees: Sue Colquhoun, Sue De Cesare (from January 2024) Natasha Hayman (Vice Chair), Steve Hewitt (Chair), Caroline Hogarth, Jane Hoyle (from January 2024) Sham Kyriakakis (until July 2024) Naima Mohamed, Judith Nicholson (until July 2024), Hanna Ostling, Gomathi Panchapagesan, Sally Staples (Secretary), Mary Simpson, Jenny Wainman, Frances Weinreich, Jane Wilson.

Thank you to Stephanie Jones, who resigned as Treasurer in 2022, for all her excellent work over 4 years. Her shoes will be difficult to fill, but we’re trying.

Thank you also to Judith Nicholson and Sham Kyriakakis who will be greatly missed for their work as Trustees. We’re delighted to welcome Jane Hoyle and Sue De Cesare as new Trustees.

President: Sheila Rosenberg OBE

Patrons: We’re most grateful to our supportive patrons, Rukhsana Ahmad, Hilary Blume DBE, Lord Alf Dubs, Lord Peter Hain, Sir Jeremy Isaacs, Tom Jupp OBE, Sue MacGregor CBE, the Hon. Adrienne Marks, Lord Bhikhu Parekh and Janet Suzman DBE.

Volunteers help us in many ways. Special thanks to Leonard Weinreich for designing Trust communications. And to John Cooper, who has continued to work to improve our online application system making a huge difference to the smooth running of the application process. Thank you also to Holly Dolan-Shakeri for her help with the accounts and to Victoria Robinson who designed Trust publicity and produced beautiful cards which were sold in aid of the Trust during Big Give Week.

I M P A C T A S S E S S M E N T

How much do our awards help beneficiaries change their lives for the better? We ask all successful applicants to acknowledge receipt of awards and explain how our awards have helped. We also receive letters and email messages describing the difference an award has made to their lives like the examples below:

“I’m incredibly grateful for this grant, exactly what I needed to get started working in clinics again. I was feeling really down about being away from my career so it’s a huge boost. I want to become a dentist again and I need to start somewhere. Studying and passing the ORE exam (required to work as a dentist in the UK) is my long-term goal. This course allows me to work and study at the same time, exactly what I need. Now I can be independent and it wouldn't be possible without your help."

(M, female dentist, from Afghanistan, awarded £1,000 for a dental nursing course)

"This grant really motivates me. It was so encouraging and helpful. I can't thank the people who gave the money enough. When I’m working here as a nurse, I would like to help people in my position now. I will certainly support this charity."

(R from Sudan was a nurse in her own country. She was awarded £800 for an OSC course, a practical test of clinical skills and bedside manner, that will help her to find work in the U.K.)

When applicants re-apply for a further course, achievements on previous courses are checked to see whether they show progress. Furthermore, we receive letters from college tutors and student advisers recording the value of our awards.

C O N T R I B U T I O N T O P U B L I C B E N E F I T

The Ruth Hayman Trust enables individuals with a first language other than English and inadequate financial means to study, gain skills and qualifications which ease their integration into U.K. life. In this way, they are enabled to contribute to both the U.K. economy and society. The Trust therefore advances equality of opportunity for people from diverse cultures and backgrounds and contributes to social cohesion.

The Trustees confirm they have complied with the public duty to have due regard to the guidance from the Charity Commission regarding public benefit.

C H A I R ’ S M E S S A G E

In these difficult times for all of us, it is heartening to see the generosity of our donors continue.

Whilst we were very grateful to receive some large donations from other trusts, every single donation, however small or large, is equally important and equally appreciated.

Without this generosity we would be unable to continue our work and support so many brilliant applicants, several of whose stories you can read above.

In particular, the fundraising during the Big Give Christmas Challenge where we smashed through our largest ever target was key to us reaching over £100,000 in donations for the first time.

However, the grants group still have the unenviable task of distributing this to our applicants and we’re still unable fully to meet every applicant’s request for funding.

So, we’ll be redoubling our efforts in the coming year and looking for new ways to help you help us to raise as much money as possible as well as developing a longer term strategy for the Trust.

I must thank my fellow trustees for the tireless work they put in to keep the Trust running day-to-day, as an entirely volunteer-run organisation, we wouldn’t exist without their hard work.

Steve Hewitt

Chair

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Report of the Trustees and Unaudited Financial Statements

For the year ended 31 March 2024

Charity number: 287268

Page 1 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Contents

Report of the Trustees 3
Independent Examiner’s Report to the Trustees 4
Statement of Financial Activities 5
Statement of Financial Position 6
Notes to the Financial Statements 7-10
Detailed Statement of Financial Activities 11

Page 2 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Report of the Trustees

For the year ended 31 March 2024

The Trustees have pleasure in presenting their report and the financial statements for the charity for the year ended 31 March 2024. The Trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS102) (effective 1 January 2015).

Objectives and activities

The objective of the trust is to provide educational grants to adults who have come to settle in the UK and whose first language is not English.

Reference and administrative information

Name of Charity The Ruth Hayman Trust Charity registration number 287268 Trustees The Trustees and officers serving during the year and since the year end were as follows: Sue Colquhoun Sue De Cesare (from January 2024) Natasha Hayman (Vice Chair) Steve Hewitt (Chair) Caroline Hogarth Jane Hoyle (from January 2024) Sham Kyriakakis (until July 2024) Naima Mohamed Judith Nicholson (until July 2024) Hanna Ostling Gomathi Panchapagesan Sally Staples (Secretary) Mary Simpson Jenny Wainman Frances Weinreich Jane Wilson Independent examiners Anna Lancefield

Approved by the Board of Trustees and signed on its behalf by

S Hewitt (Chair of Trustees) 27/11/2024

Page 3 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Independent Examiners Report to the Trustees

For the year ended 31 March 2024

I report to the Trustees on my examination of the accounts of the charity for the year ended 31 March 2024.

Responsibilities and basis of report

As the charity trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the 2011 Act”).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiners statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. Accounting records were not kept in respect of the Charity as required by section 130 if the 2011 Act; or

  2. The accounts do not accord with those records; or

  3. The accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirements that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Anna Lancefield 3 Belle Vue Road, Herne Bay, Kent CT6 6BX

Page 4 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Statement of Financial Activities

For the year ended 31 March 2024

Notes
Income from:
Donations
2
Other activities
3
Total
Expenditure on:
Grants
4
Support costs
5
Total
Net income/ (expenditure)
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Unrestricted
funds
£
63,367
638
64,005
30,041
1,016
31,056
32,949
-13,036
19.913
Restricted
funds
£
36,384
0
36,384
37,170
0
37,170
-786
16,914
16,128
2024
£
99,752
638
100,390
67,211
1,016
68,226
32,163
3,453
35,616
2023
£
66,761
1,264
68,025
125,998
1,482
127,480
-59,455
62,908
3,453

Page 5 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Statement of Financial Position

As at 31 March 2024

Notes
Current Assets
Cash at bank and in hand
Net current assets
Total assets less current liabilities
Net assets
The funds of the charity
Restricted income funds
7
Unrestricted income funds
7
Total funds
2024
£
35,616
35,616
35,616
35,616
35,616
16,128
19,488
35,616
2023
£
3,453
3,453
3,453
3,453
3,453
16,914
-13,461
3,453

The financial statements were approved and authorised by the Board of Trustees and signed on its behalf by:

…………………………………………… S Hewitt (Chair of Trustees) 27/11/2024

Page 6 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Notes to the Financial Statements

For the year ended 31 March 2024

1. Accounting Policies

Basis of accounting

The financial statement shave been prepared under the historical cost convention, except for investments which are included at market value and the revaluation of certain fixed assets and in accordance with the Charities SROP (FRS 102) ‘Accounting and Reporting by Charities: Statement of Recommended Practice’ applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), and the Charities Act 2011.

The Ruth Hayman Trust meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

2. Income from donations

Donations received
Gift Aid
Unrestricted
funds
£
55,915
7,453
63,367
Restricted
funds
£
36,384
0
36,384
2024
£
92,299
7,453
99,752
2023
£
61,452
5,308
66,761

The income from donations is made up as follows:

Regular donors
Other unrestricted donations from individuals
Other restricted donations from individuals
Big Give (restricted)
Literary event
Student fundraising
Unrestricted donations from organisations
Restricted donations from organisations
7,930
9,085
0
30,376
0
0
38,900
6,008
92,229
7,900
15,994
0
24,233
1,098
411
10,025
1,790
61,452

Page 7 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

3. Income earned from other activities

Unrestricted funds
Sales at NATECLA events
Fundraising via Amazon Smile
Fundraising via give as you live
Interest
2024
£
462
19
63
94
638
2023
£
922
11
248
84
1,264

4. Expenditure on grants

Unrestricted
funds
£
Grant awards
30,041
Book token awards
30,041
The grant awards are made up as follows:
Funds awarded in current year
Funds awarded in prior year and now invalid
Restricted
funds
£
37,170
0
37,170
2024
£
67,211
0
67,211
104,617
-37,406
67,211
2023
£
125,222
776
125,998
159,034
-33,812
125,222

5. Analysis of support costs

CAF donate fees
CAF account fees
Other administrative costs
2024
£
131
60
824
1,016
2023
£
174
72
1,236
1,482

Page 8 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

6. Movement in funds

Current year
Unrestricted Funds
General
Restricted funds
Hilden Trust
Good Gifts Catalogue
Jane Shackman
Big Give 2020
Big Give 2021
Big Give 2022
Big Give 2023
Literary event
Previous year
Unrestricted funds
General
Restricted funds
Hilden Trust
Good Gifts Catalogue
Jane Shackman
Big Give 2020
Big Give 2021
Big Give 2022
Literary event
Balance at
01/04/2023
£
-13,461
-13,461
1,401
771
350
1,000
369
11,925
0
1,098
16,914
56,322
56,322
1,561
4,556
0
0
469
0
0
6,586
Incoming
resources
£
64,005
64,005
0
6,008
0
0
0
0
30,376
36,384
40,904
40,904
0
1,790
0
0
0
24,233
1,098
27,121
Outgoing
resources
£
31,056
31,056
0
5,095
0
0
369
11,925
19,781
0
37,170
110,687
110,687
160
5,575
-350
-1,000
100
12,308
0
16,793
Balance at
31/03/24
£
19,488
19,488
1,401
1,684
350
1,000
0
0
10,596
1,098
16,128
-13,461
-13,461
1,401
771
350
1,000
369
11,925
1,098
16,914

Page 9 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

7. Analysis of net assets between funds

Current year
Unrestricted funds
Restricted funds
Previous year
Unrestricted funds
Restricted funds
Net current assets/
(liabilities)
£
19,913
16,128
36,041
-13,461
16,914
3,453
Net assets
£
19,913
16,128
36,041
-13,461
16,914
3,453

Page 10 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Detailed Statement of Financial Activities*

For the year ended 31 March 2024

Income from donations
Donations
Gift Aid
Income from other activities
Events
Fundraising via give as you live and Amazon smile
Interest
Total incoming resources
Expenditure on grants
Grant awards
Book token awards
Expenditure on support costs
Virgin Giving/ CAF Donate fees
CAF account fees
Other administrative costs
Total resources expended
Net income
2024
£
92,299
7,453
99,752
462
82
94
638
100,390
-67,211
0
-67,211
-131
-60
-824
-1,016
-68,226
32,163
2023
£
61,452
5,308
66,761
922
259
84
1,264
68,025
-125,222
-776
-125,998
-174
-72
-1,236
-1,482
-127,480
-59,455

Page 11 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Report of the Trustees and Unaudited Financial Statements

For the year ended 31 March 2024

Charity number: 287268

Page 1 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Contents

Report of the Trustees 3
Independent Examiner’s Report to the Trustees 4
Statement of Financial Activities 5
Statement of Financial Position 6
Notes to the Financial Statements 7-10
Detailed Statement of Financial Activities 11

Page 2 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Report of the Trustees

For the year ended 31 March 2024

The Trustees have pleasure in presenting their report and the financial statements for the charity for the year ended 31 March 2024. The Trustees have adopted the provisions of Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and the Republic of Ireland (FRS102) (effective 1 January 2015).

Objectives and activities

The objective of the trust is to provide educational grants to adults who have come to settle in the UK and whose first language is not English.

Reference and administrative information

Name of Charity The Ruth Hayman Trust Charity registration number 287268 Trustees The Trustees and officers serving during the year and since the year end were as follows: Sue Colquhoun Sue De Cesare (from January 2024) Natasha Hayman (Vice Chair) Steve Hewitt (Chair) Caroline Hogarth Jane Hoyle (from January 2024) Sham Kyriakakis (until July 2024) Naima Mohamed Judith Nicholson (until July 2024) Hanna Ostling Gomathi Panchapagesan Sally Staples (Secretary) Mary Simpson Jenny Wainman Frances Weinreich Jane Wilson Independent examiners Anna Lancefield

Approved by the Board of Trustees and signed on its behalf by

S Hewitt (Chair of Trustees) 27/11/2024

Page 3 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Independent Examiners Report to the Trustees

For the year ended 31 March 2024

I report to the Trustees on my examination of the accounts of the charity for the year ended 31 March 2024.

Responsibilities and basis of report

As the charity trustees, you are responsible for the preparation of the accounts in accordance with the requirements of the Charities Act 2011 (“the 2011 Act”).

I report in respect of my examination of the charity’s accounts carried out under section 145 of the 2011 Act and in carrying out my examination I have followed all the applicable Directions given by the Charity Commission under section 145(5)(b) of the Act.

Independent examiners statement

I have completed my examination. I confirm that no matters have come to my attention in connection with the examination giving me cause to believe that in any material respect:

  1. Accounting records were not kept in respect of the Charity as required by section 130 if the 2011 Act; or

  2. The accounts do not accord with those records; or

  3. The accounts do not comply with the applicable requirements concerning the form and content of accounts set out in the Charities (Accounts and Reports) Regulations 2008 other than any requirements that the accounts give a ‘true and fair view’ which is not a matter considered as part of an independent examination

I have no concerns and have come across no other matters in connection with the examination to which attention should be drawn in this report in order to enable a proper understanding of the accounts to be reached.

Anna Lancefield 3 Belle Vue Road, Herne Bay, Kent CT6 6BX

Page 4 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Statement of Financial Activities

For the year ended 31 March 2024

Notes
Income from:
Donations
2
Other activities
3
Total
Expenditure on:
Grants
4
Support costs
5
Total
Net income/ (expenditure)
Reconciliation of funds
Total funds brought forward
Total funds carried forward
Unrestricted
funds
£
63,367
638
64,005
30,041
1,016
31,056
32,949
-13,036
19.913
Restricted
funds
£
36,384
0
36,384
37,170
0
37,170
-786
16,914
16,128
2024
£
99,752
638
100,390
67,211
1,016
68,226
32,163
3,453
35,616
2023
£
66,761
1,264
68,025
125,998
1,482
127,480
-59,455
62,908
3,453

Page 5 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Statement of Financial Position

As at 31 March 2024

Notes
Current Assets
Cash at bank and in hand
Net current assets
Total assets less current liabilities
Net assets
The funds of the charity
Restricted income funds
7
Unrestricted income funds
7
Total funds
2024
£
35,616
35,616
35,616
35,616
35,616
16,128
19,488
35,616
2023
£
3,453
3,453
3,453
3,453
3,453
16,914
-13,461
3,453

The financial statements were approved and authorised by the Board of Trustees and signed on its behalf by:

…………………………………………… S Hewitt (Chair of Trustees) 27/11/2024

Page 6 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Notes to the Financial Statements

For the year ended 31 March 2024

1. Accounting Policies

Basis of accounting

The financial statement shave been prepared under the historical cost convention, except for investments which are included at market value and the revaluation of certain fixed assets and in accordance with the Charities SROP (FRS 102) ‘Accounting and Reporting by Charities: Statement of Recommended Practice’ applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102), and the Charities Act 2011.

The Ruth Hayman Trust meets the definition of a public benefit entity under FRS 102. Assets and liabilities are initially recognised at historical cost or transaction value unless otherwise stated in the relevant accounting policy note(s).

2. Income from donations

Donations received
Gift Aid
Unrestricted
funds
£
55,915
7,453
63,367
Restricted
funds
£
36,384
0
36,384
2024
£
92,299
7,453
99,752
2023
£
61,452
5,308
66,761

The income from donations is made up as follows:

Regular donors
Other unrestricted donations from individuals
Other restricted donations from individuals
Big Give (restricted)
Literary event
Student fundraising
Unrestricted donations from organisations
Restricted donations from organisations
7,930
9,085
0
30,376
0
0
38,900
6,008
92,229
7,900
15,994
0
24,233
1,098
411
10,025
1,790
61,452

Page 7 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

3. Income earned from other activities

Unrestricted funds
Sales at NATECLA events
Fundraising via Amazon Smile
Fundraising via give as you live
Interest
2024
£
462
19
63
94
638
2023
£
922
11
248
84
1,264

4. Expenditure on grants

Unrestricted
funds
£
Grant awards
30,041
Book token awards
30,041
The grant awards are made up as follows:
Funds awarded in current year
Funds awarded in prior year and now invalid
Restricted
funds
£
37,170
0
37,170
2024
£
67,211
0
67,211
104,617
-37,406
67,211
2023
£
125,222
776
125,998
159,034
-33,812
125,222

5. Analysis of support costs

CAF donate fees
CAF account fees
Other administrative costs
2024
£
131
60
824
1,016
2023
£
174
72
1,236
1,482

Page 8 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

6. Movement in funds

Current year
Unrestricted Funds
General
Restricted funds
Hilden Trust
Good Gifts Catalogue
Jane Shackman
Big Give 2020
Big Give 2021
Big Give 2022
Big Give 2023
Literary event
Previous year
Unrestricted funds
General
Restricted funds
Hilden Trust
Good Gifts Catalogue
Jane Shackman
Big Give 2020
Big Give 2021
Big Give 2022
Literary event
Balance at
01/04/2023
£
-13,461
-13,461
1,401
771
350
1,000
369
11,925
0
1,098
16,914
56,322
56,322
1,561
4,556
0
0
469
0
0
6,586
Incoming
resources
£
64,005
64,005
0
6,008
0
0
0
0
30,376
36,384
40,904
40,904
0
1,790
0
0
0
24,233
1,098
27,121
Outgoing
resources
£
31,056
31,056
0
5,095
0
0
369
11,925
19,781
0
37,170
110,687
110,687
160
5,575
-350
-1,000
100
12,308
0
16,793
Balance at
31/03/24
£
19,488
19,488
1,401
1,684
350
1,000
0
0
10,596
1,098
16,128
-13,461
-13,461
1,401
771
350
1,000
369
11,925
1,098
16,914

Page 9 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

7. Analysis of net assets between funds

Current year
Unrestricted funds
Restricted funds
Previous year
Unrestricted funds
Restricted funds
Net current assets/
(liabilities)
£
19,913
16,128
36,041
-13,461
16,914
3,453
Net assets
£
19,913
16,128
36,041
-13,461
16,914
3,453

Page 10 of 11

Ruth Hayman Trust

Providing educational grants to adults who have come to settle in the UK and whose first language is not English

Detailed Statement of Financial Activities*

For the year ended 31 March 2024

Income from donations
Donations
Gift Aid
Income from other activities
Events
Fundraising via give as you live and Amazon smile
Interest
Total incoming resources
Expenditure on grants
Grant awards
Book token awards
Expenditure on support costs
Virgin Giving/ CAF Donate fees
CAF account fees
Other administrative costs
Total resources expended
Net income
2024
£
92,299
7,453
99,752
462
82
94
638
100,390
-67,211
0
-67,211
-131
-60
-824
-1,016
-68,226
32,163
2023
£
61,452
5,308
66,761
922
259
84
1,264
68,025
-125,222
-776
-125,998
-174
-72
-1,236
-1,482
-127,480
-59,455

Page 11 of 11